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Technology Stocks : INPR - Inprise to Borland (BORL)
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To: Graham Wideman who wrote (1438)10/26/1998 12:28:00 PM
From: Dennis Nicks  Read Replies (1) of 5102
 
Del's performance...

Let's see, where to begin.. It doesn't take all that much to look back and see where Del has done a pretty decent job.

1. Inprise is not the hemoraging monster it was before, we've been turning a profit lately and as long as the 1-time charges can be held at bay, Inprise will continue to be profitable.

2. It's obvious to me that Enterprise sales, especially Visibroker licenses have been a significant portion of our sales revenue. Had Del not decided to bite the bullet with Visigenic, what would our sales be now?

3. Expenses have been low (the primary reason for profitability at our low revenues ~$50 million) and we've increased sales force with direct marketing and increased our consultant base. These new ventures must be holding their own cost wise. In the future, margins will increase.

4. We've seen significant commitment from large multinational corporations. These companies are willing to pay now for services and licenses later. This shows confidence in both the product and the company.

The only major criticism is the lack of revenue growth and the dilution of shareholders equity. On the revenue growth, I can see where we've run into some tough economic times. Many of the services companies (ie PSFT) are in dire straights. This must also be affecting the tools vendors. As for diluting the equities, we have a buy-back plan that started out as window-dressing and could end up as a solution to this problem (thanks to Starfish).

I'd like to echo PCSS' plea for intelligent and constructive criticism. This Rush Limbaugh name-calling is ridiculous..

Dennis
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